CRM Dashboard

YOUR TEAM PIPELINE

Build momentum with every conversation.

There are 18 high-intent opportunities ready for a follow-up this week. Your team has already moved 12 deals forward.

Qualified leads
1,284vs. last month
12.8%
Active opportunities
86vs. last month
6.2%
Deals won
42vs. last month
9.4%
Win rate
32.8%vs. last month
3.1 pts

Qualified Leads

1,284

12.8%

Since last month

Active Opportunities

86

6.2%

Since last month

Deals Won

42

9.4%

Since last month

Leads By Source

View leads
82 of 100 points
Organic38%
Paid campaigns27%
Referrals21%
Social14%
October 2025

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Revenue Analytics

Top performers

Team results
Jordan Miller18 deals closed
$84.2k110% goal
Jamie Rivera15 deals closed
$72.8k96% goal
Sam Kim12 deals closed
$64.5k86% goal
Avery Patel9 deals closed
$48.1k72% goal
Marcus Lee11 deals closed
$12.6k87% goal

Recent leads

Contact Company Source Owner Status Last activity Potential
Olivia Chenolivia@northstar.io
Northstar Labs Referral Jordan M. Qualified Today, 9:42 AM $18,400
Marcus Leemarcus@atlasco.com
Atlas & Co. Organic Jamie R. Discovery Today, 8:15 AM $12,800
Aria Patelaria@ariahealth.com
Aria Health Campaign Jordan M. Proposal Yesterday $26,000
Noah Williamsnoah@brightpath.org
Brightpath Social Sam K. Negotiation Yesterday $9,600

Leads Management

Lead distribution across the pipeline

Qualified
412 leads
Contacted
318 leads
Lost
146 leads
Won
408 leads
View all leads